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ESG Investing: Looking Under the Hood

Released on Wednesday, July 28, 2021•STRATEGIES

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ESG (environmental, social, and governance) investing is one of the biggest trends in the markets. But what are you actually getting when you buy an ESG ETF? Do their holdings really match the ESG values they claim, or can we do better?

Zoe Bollinger will review the major trends in socially responsible investing and take a look at some of the major fund offerings and their holdings. Then she will discuss how to find a balance between investing your values while achieving performance and explore the most important factors in developing investment strategies that integrate ethical and sustainable investing goals without sacrificing performance.

Zoe Bollinger

Bollinger Capital Management, Director of Client Relations

Zoe Bollinger is the director of client relations at Bollinger Capital Management where she works with new and existing clients to assist in meeting their long-term financial goals. She collaborates with John Bollinger to develop and implement new investment offerings for Bollinger Capital clients, including the Impact Portfolio. This actively managed approach to socially responsible investing seeks to invest in companies with positive social and environmental characteristics without sacrificing performance. Ms. Bollinger is a Certified Financial Planner^TM professional and holds a Certificate in Financial Planning from the New York University School of Professional Studies.